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Director Profiles

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• Director Profiles

Christopher Finch – Managing Director

Prior to forming TRI Investments Limited, Christopher spent 22 years in the financial services business. The first 10 years was spent working for two national Independent Financial Advisors (IFA’s) specialising in advising clients on investment products as well as corporate pension schemes. For the last 12 years, Christopher has worked for two global investment management companies focusing on developing new investment products and services for the retail and institutional markets.

Tim Sharman – Operations Director

Tim has 18 years experience in the financial services industry. He started his career as a private client portfolio manager and then specialised in Regulatory Compliance first working for the industry regulator and then as a compliance manager at board level. He has spent the past six years as a Regulatory Consultant working with a number of asset management companies. One of his specialisations is the management of outsourced functions, ensuring compliance with regulatory guidelines and minimisation of operational risk.

Ken Gaylard FCA – Finance Director

Ken has had board level involvement in running businesses for well over 25 years. His latest role was as Chief Executive of an award winning travel business marketing UK holidays. During this time Ken successfully undertook two management buyouts. Whilst he was on the board the company increased its profits tenfold, and during the buy-out period profits were doubled. Ken has previously held senior positions in the defence and oil field communications industry.

Keith Wilson – Non-Executive Director

Keith has 20 years of experience of working in the financial services industry. He is a specialist in marketing strategy and pooled fund sales. Keith spent 16 years as Head of UK Sales at a major City-based fund manager and now undertakes a similar role within a major European investment house.

Geoff Brooks – Non-Executive Director

Geoff has 20 years of experience in financial services. He has a track record of delivery in the fields of strategic market development, sales and marketing, product development and project management. Geoff possesses in-depth experience of the commercial and personal pensions market (for both high networth individuals and employee benefits). Geoff has worked for several major brand name life offices and currently holds a senior strategic pensions and business development role for a global top three bank.